The investment seeks long-term growth of capital, with a secondary objective of current income. Timothy Plan is traded on NASDAQ Exchange in the United States. It is managed by Timothy Plan in the Mid-Cap Blend category. Maximum drawdown of 3.66% indicates contained downside risk.
As of May 9, 2026, TIMOTHY LARGE/MID-CAP is priced at $15.28, reflecting a 0.33% decrease today after opening at $15.33. Current risk models assign TIMOTHY LARGE/MID-CAP a 22% probability of significant NAV decline, reflecting a moderate probability within its current risk profile. Return data over the last 90 trading days classifies TIMOTHY LARGE/MID-CAP as weak in terms of performance. The performance scores window runs from February 8, 2026 to May 9, 2026. Learn more.
Timothy Largemid Cap Value [TLVCX] is traded in USA. The fund is listed under the Mid-Cap Blend category and is part of the Timothy Plan family. This fund at this time has accumulated $314.18 million in assets with no minimum investment requirements. TIMOTHY LARGE/MID-CAP is currently producing a year-to-date (YTD) return of 7.46%, while the total return for the last 3 years is 10.56%. TIMOTHY LARGE/MID-CAP is an operator in the mid-cap blend segment where revenue is driven by core operating activity and end-market demand.
Instrument Allocation
Mutual Fund Notable Updates
Legal Name
TIMOTHY LARGE/MID-CAP VALUE FUND TIMOTHY LARGE/MID-CAP VALUE FUND CLASS C
Fund Concentration
Mid-Cap Blend, Timothy Plan, Large, Mid-Cap Blend, (View all Sectors)
TIMOTHY LARGE/MID-CAP VALUE FUND TIMOTHY LARGE/MID-CAP VALUE FUND CLASS C NAV Analysis
Above Model Estimate
Today
15.28
The valuation of TIMOTHY LARGE/MID-CAP reflects its underlying holdings and portfolio composition over a 3 months horizon. Pricing gaps often arise from short-term dislocations between fund value and underlying asset movements.
Monitoring TIMOTHY from the Timothy Plan family catches shifts in fund behavior before they affect returns. Shareholder alerts carry extra weight during periods of broad market stress, when fund-level risks can compound quickly. The practical benefit is catching fund-level changes early, before they compound into larger portfolio-level consequences.
TIMOTHY LARGE/MID-CAP generated a negative expected return over the last 90 days
Top Timothy Largemid Cap Value Mutual Fund Constituents
Intraday indicators for Timothy Largemid Cap Value provide a tighter decision loop for shareholders managing active fund positions. For Mid-Cap Blend mutual funds like TIMOTHY LARGE/MID-CAP, these indicators aid timing but merit evaluation against the fund's stated mandate. Short-horizon signals work best when the broader market has a clear directional trend. In range-bound conditions, noise increases.
For TIMOTHY LARGE/MID-CAP with inception on 1999-07-14, forecast models complement prospectus analysis by showing where NAV patterns support the thesis. Over three years, TIMOTHY LARGE/MID-CAP returned 10.6%. The practical edge is understanding when the confidence interval around the fund's NAV forecast is narrow versus wide. TIMOTHY LARGE/MID-CAP returned 6.8% over five years. Tracking error between forecast and actual NAV helps calibrate model reliability for the fund.
Fund analysis emphasizes diversification, manager constraints, and fee drag. The five-year return stands at 7.0%.
Methodology
Unless otherwise specified, data for Timothy Largemid Cap Value is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Timothy Largemid Cap Value market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: The dataset for Timothy Largemid Cap Value incorporates public fund disclosures, holdings reports, and market data feeds and official institutional disclosures, including U.S. Securities and Exchange Commission (SEC) via EDGAR. Some inputs may not update instantaneously. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Timothy Largemid Cap Value may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Rifka Kats, Member of Macroaxis Editorial Board